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Financial Services Representative at New York Life Investments

2 months ago

Downers Grove, Illinois, United States New York Life Investments Full time
New York Life Investments - Financial Services Representative

The Financial Services Representative at New York Life Investments plays a pivotal role in fostering and maintaining relationships with clients, providing customized financial products and services tailored to their unique needs. This position offers a rewarding career with a firm dedicated to enhancing customer satisfaction.

Key Responsibilities:

  • Identifying and addressing clients' financial objectives
  • Guiding clients in effective financial planning strategies
  • Developing personalized financial solutions to help clients reach their long-term aspirations
  • Expanding professional networks and acquiring new clientele
  • Offering support and guidance to clients during challenging financial situations

Qualities We Seek:

  • Preference for experience in sales
  • Entrepreneurial spirit
  • Exceptional communication abilities
  • Commitment to assisting families and businesses with their financial requirements
  • Strong understanding of business principles
  • Professional appearance and conduct
  • Resilience and active community involvement

Compensation:

Representatives have the potential to influence their earnings through commission structures. Agents under specific agreements have historically achieved an average income reflective of their efforts. Benefits include comprehensive medical, dental, vision, life, and disability insurance, alongside a 401(k) plan and pension options.

New York Life Investments, a prominent player in the financial services sector, has been assisting individuals in achieving their financial aspirations for over a century. Representatives receive extensive training, ongoing support, and avenues for professional development, making it a fulfilling career choice.

Join us in empowering clients to achieve their financial goals while building a prosperous career. With our diverse range of financial products, representatives are essential in guiding individuals, families, and businesses towards financial stability and success.